VWA
GS icon

VSM Wealth Advisory’s Goldman Sachs GS Stock Holding History

VSM Wealth Advisory’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Sell
15
-10
-40% -$9.75K ﹤0.01% 329
2026
Q1 		$21.1K Buy
25
+10
+67% +$8.92K 0.01% 290
2025
Q4 		$13.2K Hold
15
– – ﹤0.01% 310
2025
Q3 		$11.9K Hold
15
– – ﹤0.01% 326
2025
Q2 		$10.6K Hold
15
– – ﹤0.01% 378
2025
Q1 		$8.19K Hold
15
– – ﹤0.01% 374
2024
Q4 		$8.59K Buy
+15
New +$8.37K ﹤0.01% 363

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VSM Wealth Advisory's GS Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Goldman Sachs (GS) stake by 40% in Q2 2026, selling an estimated $9.75K and leaving 15 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

VSM Wealth Advisory first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • VSM Wealth Advisory held 15 shares of Goldman Sachs worth $15.2K as of Q2 2026.
  • VSM Wealth Advisory sold 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
  • Goldman Sachs made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #329 holding.
  • VSM Wealth Advisory first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Goldman Sachs position peaked at $21.1K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.